There are many settings options in Agentcis to help you set up the system according to your company’s requirement. But here, we will only look into the important ones.

Step 1 - Click on the "Settings" button at the top info bar.



Step 2- Select the "Preference" settings option.



Step 3 - Set the company’s details like company logo, company name, email, phone, fax, and website.



Step 4 - To set up the personal email and company email go to the "Email Settings" section.



Step 5 - As soon as you select the "Email Settings" you land in the "Personal" tab.



Step 6 - You can set your email inbox by using Agentcis email, email address added in this section will appear in email dropdown while composing the email.



Step 7 - Now, on the Company tab of "Email Settings," you can add multiple email address which can be used while composing an email.



Step 8 - You can also add email templates to use them in the future while composing an email from the "Email Template" option.



Step 9 - Click on the "Add" button and create a new email template or click on the "Edit" option and make changes in the existing email template.



Step 10 - Add your Business Registration Number, Multiple Payment Details, and Multiple Tax Codes from "Accounts Settings."

It is possible to set Branch-Wise, "Business Registration Number", "Multiple Payment Details" and "Multiple Tax Code" which will appear in the Invoice PDF created from Agentcis.



Step 11 - Select the office where you want to add details from the drop-down list.



Step 12 - Type in the Business Registration Number and click Save.



Step 13 - On Manual Payment details click on the "Add" button.



Step 14 - Payment Option Name, for example, Bank Name. Then Payment Details Content like bank account details and selects the invoice type where you want to add payment option by default when you create one. Save the information.



Step 15 - Now, you can add TAx codes from the TAX code section. Here you can add up to 5 tax codes set one as default.

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